Heritage Wealth Management - Wyoming (MI)

D D Dennis is just in a rush to get you in and out. Not really looking to help you

Julie Cooper The women who work here are phenomenal. I recently opened up a business checking account here and shortly after ran into a few road bumps along the way with the IRS and merchant services which led to much confusion and overwhelm on my part. Bonnie, Lisa, and Kathy were extremely helpful, kind, and patient with me- helping me understand the process and how to correct the issue. It’s rare to find people in the customer service industry who genuinely care about others in this way. I feel grateful that I came here for my banking services. 10/10 recommend them.

Diann Dupuis We have been with Custom Wealth Solutions since they were actually a different name. Both my husband and I are very happy with the expert advice, prompt market strategy moves to protect our assets, and staff that genuinely care about their clients. This is a company I recommend and have entrusted with our retirement investments.

Steve Gussan Love this location very nice staff and they helped me out in every way they can my only problem is not in this location is with mortgage center they did not keep their promise Im having easy access to payments through the app and also not being able to check the payments through Zeal credit Union or knowing how much if it changed or when is it due or any other information that needed at the time it is very irritating every time I have to make the payment. I hope this problem gets resolved very soon

Iv Ray I just love her very fast professional I barely worked but she still got me back my max amount she answers question when you don’t understand certain things and explains why you got back the amount you got back highly recommended by me see you next year